Navigation: Client Administration > Search for Existing Client > Highlight the Client > Transactions button > Print Transaction List button

Overview

This function allows you to generate a printable report listing all of a client's financial transactions within a specific date range.

Step-by-Step Guide

1. Navigate to the Transactions Screen:

   • Go to Client Administration > Search for Existing Client.
   • Find and highlight the client, then click the Transactions button.

2. Filter for a Date Range:

   • Use the "Date Range From" and "To" fields to specify the period for which you want to see transactions.
   • Click the Submit button to display the filtered list on the screen.

3. Generate the Report:

   • Click the Print Transaction List button.
   • The system will generate the report, which will open in a new browser tab.

4. Print the Document:

   • Use your browser's standard print function (Ctrl+P or Cmd+P) to create a physical copy. You can also use this function to "Save as PDF".

Understanding the Transaction List Report

The generated document will contain the following information: